Meet Beverly


As Director of Client Services for Geist Family Wealth, Beverly works with our team to deliver a memorable client experience centered on hospitality and attention to detail. She focuses on your individual needs and strives to exceed your expectations. Her favorite question is, “How can I help?”

Before joining Geist Family Wealth, she accumulated more than 15 years of experience serving in various executive administration and assistance roles within the finance, insurance and nonprofit sectors.

A wife, mother and grandmother, Beverly enjoys spending time with her family, especially her grandchildren, outside of work. She is passionate about helping others and actively serves in her church community.


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.